Financial Coaching
We are dedicated to empowering you with the tools and understanding necessary for long-term financial health.
Unlock Your Financial Potential with Expert Coaching
Do you feel like you need more than just advice on managing your money? Are you looking for ongoing support to help you achieve your financial goals and improve your relationship with money? Our coaching services are designed to provide you with the tools, confidence, and accountability you need to succeed.
Your Vision Financial Solutions don't just provide services to help you manage your money. We believe in taking a coaching approach to financial planning, which means that we work closely with you to help you achieve your financial goals. Our coaching services include:
Improving Your Relationship with Money: Helping you understand and positively engage with your finances. We offer personalised coaching sessions that address your specific financial behaviors and habits.
Accountability: Holding you accountable to your financial commitments to ensure you stay on track. We provide regular check-ins and support to help you stay committed to your financial goals.
Avoiding Common Pitfalls: Providing valuable insights to steer you away from common financial mistakes. We share our expertise to help you avoid costly errors and make informed financial decisions.
With our coaching approach, you'll gain the confidence and knowledge you need to make informed decisions and achieve financial success. We are dedicated to empowering you with the tools and understanding necessary for long-term financial health.
Award-Winning & Highly Recommended
Award-Winning Financial Adviser in Brisbane
At Your Vision Financial Solutions, we're proud to be led by one of Australia's most recognised financial advisers.
Our Director and Financial Adviser, Patricia Garcia, is an award-winning financial planning professional based in Brisbane, recognised for her leadership, technical expertise and genuine commitment to helping clients achieve financial confidence. Recently, Patricia was honoured as the Women Empowering Wealth Awards Financial Planner of the Year - QLD, following her 2025 Women in Wealth Awards Financial Planner of the Year – QLD win. She has also been recognised as one of Australia's Top 50 Most Influential Advisers by FS Power50 in 2025, 2024, 2022 and 2018, was named Fortnum Adviser of the Year (2024), FPA Financial Planner of the Year (2017), and Women in Finance Rising Star (2016).
Under Patricia's leadership, Your Vision Financial Solutions has grown into a nationally recognised financial planning firm, named a finalist in the Fortnum Advice Innovation Excellence Awards in both 2023 and 2024. Patricia is also passionate about advancing the financial advice profession. She served more than four years on the Board of the Association of Financial Advisers (AFA), followed by three years on the Board of the Financial Advice Association Australia (FAAA), contributing to the profession through governance, advocacy and raising professional standards.
Our philosophy has always been simple: financial advice should give you clarity, confidence and a clear path forward. Whether you're planning for retirement, growing your wealth, protecting your family or navigating a significant life change, we're here to help you make informed decisions with confidence.
If you're looking for trusted, award-winning financial advice in Brisbane, we'd love to help you build your vision for the future.
Hear what our clients have to say…
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Marion & Rich
Pre-retirees
“Engaging with financial planners was initially a hesitant step for us, but little did we know the profound impact it would have on our financial well-being. “
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Danielle & Ben
Wealth Creators
“Because we tend to be less than organised with our finances, Patricia and her team always stay on top of everything and keep us informed and up to date.”
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Teresa & Darren
Wealth Creators
“Patricia helped us create a retirement plan based on the income from our assets and the fact that we won’t have access to our super funds for another 10 years”
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John
Retiree
“Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax strategies.”